Purchases and Sales Made in Q4 2024 in Collaborative Invt Ser Tr Rare (RDFI)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RDFI) during Q4 2024. The information is specifically focused on institutions that hold shares of COLLABORATIVE INVT SER TR RARE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.4K- 4.4% |
N/A
|
117K
$0
|